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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,256 | $116,203-92.0% | $93,621-90.1% | $152,909-93.9% |
| Participation rate | 94.1% | 78.1%+16.1pp | 75.8%+18.3pp | 82.5%+11.7pp |
| Annual return | 33.61% | 35.96%-2.4pp | 32.76%+0.8pp | 345.46%-311.9pp |
| Employer contribution / active EE | $1,566 | $3,219-51.4% | $2,719-42.4% | $4,764-67.1% |
| Participant deferral / active EE | $3,111 | $4,605-32.4% | $4,070-23.5% | $5,851-46.8% |
| Admin fee / account holder | $7 | $10,751-99.9% | $7,890-99.9% | $11,601-99.9% |